+173.4%
GDX vs SUI
-25.9%
+199.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -5.1% |
| 7D | +11.5% | +3.4% | +8.0% | +10.4% |
| 30D | -3.1% | +4.6% | -7.7% | -4.7% |
| 3M | -4.4% | +1.6% | -6.0% | -5.1% |
| 6M | -8.6% | -3.5% | -5.1% | -8.1% |
| YTD | +0.8% | -1.0% | +1.8% | +0.5% |
| 1Y | +14.7% | -1.7% | +16.4% | +14.5% |
| 3Y | +228.8% | +18.4% | +210.4% | +199.8% |
| 5Y | +173.4% | -26.3% | +199.7% | +178.5% |
| All | +173.4% | -25.9% | +199.3% | +178.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling